Quotation & Contract Workflow Automation
An automated business management system was needed to improve efficiency in tracking quotations, monitoring contract terms, and managing approval workflows.
The existing process made it difficult for sales teams to track past quotations, view contract conditions, and maintain consistency in approval cycles.
The key objective of the project was to automate quotation generation, approval routing, and contract history tracking to streamline sales operations and improve decision-making.
Client Overview
A UAE-based laundry service provider offering retail and corporate services including laundry and dry cleaning, steam pressing, carpets, curtains, and upholstery cleaning.
Technical Stack
Industry
Retail
Region
United Arab Emirates (UAE)
Project-size
Non-Disclosable
Company size
Mid-Scale Organization
Implementation Highlights
End-to-end digital transformation of quotation management
Centralized repository of all customer quotations and contract terms
Automated approval workflow with multi-level routing
Track revisions, pricing updates, and approval decisions
CRM dashboards for sales managers to monitor quotation progress
Challenges & Solutions
Difficulty Tracking Previous Quotations & Contract Terms Sales teams had limited visibility into past quotes and customer-specific contract conditions.
Solution:CRM provided a complete quotation history and contract repository, allowing salespersons to review previous terms instantly.
Manual Quotation & Approval Process Quotation approvals required manual follow-up and caused delays.
Solution: Automated approval workflows were created, sending real-time notifications to managers and speeding up decision-making.
Inefficiency in Sales Tracking & Follow-Up Lack of a structured system made it hard to monitor quote status and required actions.
Solution:CRM dashboards and automation improved visibility, helping sales teams track pending approvals, quotes, and follow-up tasks.
No Centralized System for Customer & Quotation Data Information was scattered, leading to duplication and inconsistencies.
Solution: A centralized CRM database consolidated all customer, quotation, and contract records in one place.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Real-time visibility into quotation and approval status
- Improved sales efficiency through structured tracking
- Enhanced accuracy in contract and quotation management
- Reduced manual effort through automated approval workflows
- Faster customer response times and improved decision-making
- A scalable and user-friendly system that supports ongoing sales operations
Key Learnings & Next Steps
- Centralized quotation and contract management is critical for maintaining historical visibility, consistent pricing, and accurate decision-making across sales teams.
- Automated approval workflows with defined routing and notifications significantly improve turnaround time, reduce manual follow-ups, and increase sales efficiency.
- Faster quotation turnaround and improved sales efficiency through centralized tracking, automated approvals, and real-time visibility into quotation and contract status.
